charting the paper trail to success - builders' show...ibs 2011 systems is the ... balance...
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Charting the Paper Trailto Success
Bill AsdalAsdal Builders, llc.IBS 2011
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Systems is the method of transforming a job-at-a-time tradesman to a business entity. A predictable path for information and activity adds consistency to a business.
A commonly accepted flow of management information called the management cycleincludes : Planning – Organizing –Directing–Controlling. This management cycle is fundamental to all systems
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The reason you have a company is ?
To fulfill your goals..
– What are they? – How does the company contribute to their fulfillment ? – How do you measure these ?
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The Management Cycle
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Mission Statement-Asdal Builders llc.
ZERO DEFECTS in workmanship Customer satisfaction with service Employee fulfillment Continuous lead generation through reputation
and referrals
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“The more your learn the more you earn”
Systems allow:Growth
TrackingMeasuring
Accountabilityflow of information back into the process
The Learning Curve to Profitability
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Question
The first activity in running a business is A. Planning B. Organizing C. Directing D. Controlling
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All Systems Start with a plan
Your Contracing Co. Inc
Sales and Marketing Plan
Schedule for each job
Production
Annual Buget
Daily Job Logs
Safety Training
Safety manual
Job Descriptions
Staffing Plan
Company Business Plan(multi-year)
Your personal Financial needs
If graphed ~ What do your systems look like ?
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Systems / Competenciesin Building & Remodeling
Sales and Marketing Estimating Communications Production - Safety Financial Management Business Management
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FORMS ANIMATE SYSTEMS
– Store information – Move information within the system– Hand off to others– Enhance communication– Create repetition– Minimize ommissions
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Sales and Marketing
Lead Generation Site Visit Estimate delivered Contracts Construction Billed work Customer data base
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Sales and Marketing System
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Estimating
Create multiple uses for estimating Minimize risk to profit Have a repetitive process Measurable evaluation of your accuracy Track a timeline for turnaround from request to
proposal delivered
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Communication Systems
Employees– employee manual– work orders
Customers Expectations Schedule Payments Job site condition
Subcontractors
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Production Systems
Lead carpenter Overall job schedule Work orders Daily job logs Change Orders Punch list
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Safety Systems
Designated safety agent
Toolbox talks Accident reporting
form Job classifications Workman's
compensation system Site inspections
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Financial Management
Budgeting Tracking Reporting - Compliance Apply costs back to estimated
expenses Are jobs profitable Which jobs are profitable Industry Standards Identify areas of improvement
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Business Management
Business Planning vs. Annual Planning vs. Job Planning
Systems and tools to track your progress
External compliance: IRS, Insurance Audits, P & L,
Balance Sheet vs. P & L
Gaining efficiencies –
“Anything worth doing is worth measuring” Shawn Draper, IMRE Communications
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Additional Sources -
www.Score.orgwww.SBA.gov
Defensive Estimating – Protecting your Profits www.builderbooks.com
Toolbox Safety Talkswww.builderbooks.com
Selected Construction Regulations for the Home Building Industry –http://www.osha.gov/.
THE PAPER TRAIL – SYSTEMS AND FORMS FOR A WELL RUN REMODELING COMPANY –Bill Asdal & Wendy Jordan www.builderbooks.com